LPL Financial Reports Monthly Activity for January 2025

Core Insights - LPL Financial reported a total advisory and brokerage assets of $1.81 trillion at the end of January 2025, reflecting an increase of$71.1 billion or 4.1% from December 2024 [1][5]. Asset Growth - Total net new assets for January amounted to $34.1 billion, which included$0.1 billion from acquired net new assets due to Liquidity & Succession activity [2]. - Organic net new assets for January were $34.0 billion, representing a 23.4$13.5 billion) and Wintrust Investments ($15.2 billion) [3]. Client Cash Balances - Total client cash balances decreased to$52.2 billion at the end of January, down by $2.9 billion from December 2024, with net buying activity recorded at$14.5 billion [4][6]. Detailed Financial Metrics - Advisory assets reached $992.4 billion, up 3.7$819.4 billion, a 4.6% month-over-month rise and 31.9% year-over-year [5]. - Total organic net new assets rose to $34.0 billion from$25.5 billion in December, with advisory and brokerage assets contributing significantly to this growth [5]. Market Performance - The S&P 500 Index closed at 6,041, a 2.7% increase from the previous month and a 24.7% increase year-over-year, while the Russell 2000 Index rose by 2.6% month-over-month and 17.5% year-over-year [6].